Create & Apply Account-Based Discounts - Step by Step | Salesforce

Build an account-based discount. Apply and deactivate an account-based discount. Account-Based Discounts. Now that you’re familiar with order-based discounts, it’s time to move on to account-based discounts. In this unit, find out what makes up an account-based discount and …

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Create And Apply Account-Based Discounts | Salesforce Trailhead

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Build Account-Based Discounts Create a New Discount. Ada wants to create an account-based discount to reduce the prices of all products and services by 10% for 12 months. Here’s what …

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FAQs about Create & Apply Account-Based Discounts - Step by Step | Salesforce Coupon?

How do I create a Salesforce cc coupon?

Salesforce Classic (not available in all orgs) and Lightning Experience for Enterprise, Performance, Unlimited, and Developer editions. On the CC Coupons tab in your org, click New. Enter the coupon details that are visible to your buyers on the storefront. For Coupon Name, enter a name for the coupon record, such as 20%OFF. ...

How do I discount prices in Salesforce CPQ?

Salesforce CPQ provides several ways to discount prices for your customers. You can set discounts across an entire quote or on individual products and product groups. Use discount schedules to create volume discounts based on quantity or terms for your quote lines. Set the quantity or term ranges in tiers of percentages or amounts of currency. ...

Does Salesforce have account plans?

From a customer’s perspective, having Account Plans in Salesforce has been long requested, as there was previously no out-of-the-box mechanism or dedicated space to support this process. ...

How does Salesforce CPQ work?

Register Now: Nov 12 | How to Architect your Platform for AI Read More Salesforce CPQ provides several ways to discount prices for your customers. You can set discounts across an entire quote or on individual products and product groups. Use discount schedules to create volume discounts based on quantity or terms for your quote lines. ...

How does Salesforce support account planning?

Supporting the account planning process in Salesforce generally entails a custom implementation, using general-purpose tools such as spreadsheets or presentation decks or even a third-party tool. This assumes that local documents and slides are no longer used, although it may still happen, right? ...

What is a Salesforce account plan objective?

Salesforce Account Plan Objective also offers the flexibility to add the measure afterward – even if the information was not available initially. This makes it easier for account managers to get started and come back later with any additional changes as goals and targets change. ...